Wealth management
Marketing professionals in Wealth management
Explore how wealth management firms actually reach clients and what signals show genuine buying interest. Marketing professionals in this sector see which channels work, how advisors qualify prospects, and what makes clients move from interest to commitment. Their experience reveals the real path from awareness to engagement.
Professionals to explore
01—10Brianna Steiner
LinkedInExperience: Marketing Director · Milestone Wealth Management
Experience managing marketing for wealth management advisors, including social media, email and print marketing, events, and website management for client-facing programs.
Clarisse Sullivan
LinkedInExperience: Director of Marketing · Morton Wealth
Experience directing marketing for an investment management wealth management firm, following prior experience as marketing manager at the same company.
Katerina Krougovaia
LinkedInExperience: Marketing Director, Private Markets · Manulife Investment Management
Has experience directing marketing for private markets investment products, including product marketing and business-to-business strategies in investment management.
Keri Lubanski
LinkedInExperience: Vice President, Private Wealth Marketing Manager · Hamilton Lane
Experience managing private wealth marketing at an investment management firm, with prior marketing roles at other wealth planning and financial services organizations.
Kimberly Connors
LinkedInExperience: Marketing Director · McGill Junge Wealth Management
Has experience serving as marketing director at a wealth management financial services firm.
Lyndsay McEntee
LinkedInExperience: Marketing Director · Fulcrum Wealth Management Group, An Ameriprise Private Wealth Advisory Practice
Has experience developing marketing strategy for a private wealth advisory practice, including execution across geographic locations and target demographic research.
Ondina Purcell
LinkedInExperience: SVP, Chief Marketing Officer Wealth Management · Tiaa-Cref
Experience serving as chief marketing officer for wealth management, with prior senior marketing leadership roles at private wealth management and capital management firms.
Sabrina Gibbs
LinkedInExperience: Marketing Director, Head of Wealth Management & Chase Wealth Management Marketing · J.P. Morgan
Has experience leading marketing for a wealth management business as marketing director at a major financial services firm.
Stephanie Edelman
LinkedInExperience: Director of Marketing · Edelman Wealth Management Group, Inc.
Experience directing marketing programs for a wealth management firm, developing client-focused materials and coordinating communications with existing and prospective clients.
Stephanie Giaramita
LinkedInExperience: Head of Advisor Marketing · SEI
Has experience directing marketing strategy for advisor and private wealth segments, including campaigns for independent advisors across RIA, hybrid, and wealth management segments.
Choose the right perspective
Look for candidates who owned decisions about client acquisition channels, lead qualification, or campaign measurement. Ask them to describe specific moments when they learned which outreach methods worked and which didn't. Focus on their direct observation of client behavior and buying signals, not general industry knowledge.
Questions to take into the conversation
- 01When you launched a campaign or initiative to reach clients, what signal told you they were actually interested versus just aware?
- 02Walk me through a time when you expected one channel or message to work but discovered clients responded differently. What changed your approach?
- 03How did you know which prospects were ready to buy versus those still exploring options?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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